Economics

Shop Small

For more than 28 million small business owners, today is an important day; it’s Small Business Saturday. We all are aware of the deals at the big box stores on Black Friday and Cyber Monday, but on Small Business Saturday, the focus turns to the small businesses in our communities. And, it’s important to support your local small businesses. Since…

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Baby Boomers, Financial Planning, Insurance, Millennials

An Alternative to Traditional Health Insurance

Today we start with a disclaimer: This post is intended to educate readers about an alternative option to traditional health insurance, and it is not a recommendation. CONSULT YOUR FINANCIAL ADVISOR, OR OTHER FINANCIAL PROFESSIONAL, TO DETERMINE IF THESE ALTERNATIVES ARE A GOOD FIT FOR YOU. It’s November, which means it’s open enrollment for health insurance coverage in 2017. And…

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Uncategorized

Bullish On Financial Advisory Industry

It’s my last day in NYC, and it’s been an amazing trip. This was my first time here, and I enjoyed seeing as much of what the city has to offer as I could. Naturally, my first stop was Wall Street–no respectful finance nerd would go anywhere else first. After purchasing a CD and getting directions from an aspiring rapper…

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Veterans, Thank You!

Like so many, I posted thank you messages on my social media this morning. I sent text messages to friends who are either active duty, or veterans to personally thank them for their service. I even got up at 5:00 AM to do the CrossFit workout “Murph” (look it up) in remembrance of those who lost their lives defending my…

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Baby Boomers, Educators, Financial Planning, Millennials

Indiana Teachers: An Update to the Indiana Public Retirement System (INPRS)

Listen up Indiana Educators: before long, there will be talk in the teachers’ lounge about changes coming to the Indiana Public Retirement System, which TRF became a part of a few years ago. Although well intentioned, the information you get in the teachers’ lounge isn’t always accurate. So here is a breakdown of the upcoming changes:

Financial Planning, Millennials

A New Retirement

My fellow Millennials, it’s time we have a heart-to-heart about retirement. If you are planning on working for 30 years and then retiring, it is time to reassess those goals.  Our retirement is going to be much different than the generations before us. Old Retirement = Pension + Social Security+ Savings Here are the facts: Life expectancies continue to rise:…

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